Strategy
Consumer Internet
Consumer internet and platform giants
By Grow
Consumer internet platforms shape how people search, shop, stream, and connect online. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
Amazon13%
Netflix13%
Reddit13%
Spotify13%
Grindr13%
Microsoft13%
Baidu13%
Shopify13%
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